Free Retirement Class @ Hialeah Gardens Branch Library
Taxes and Retirement Class
Where:
Hialeah Gardens Branch Library
Conference Room 1
13451 NW 107th Ave,
Hialeah Gardens, FL 33018
When:
Tuesday, October 22nd
6:00 p.m.
Or
Thursday, October 24th
6:00 p.m.
Who is National Retirement Academy designed for...
Individuals who are recently retired or retiring in the next 15 years
Majority of your retirement savings are in tax deferred accounts, and you are worried about future taxes in retirement
Your retirement plan consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”
Individuals wanting to increase their financial literacy and create their own comprehensive retirement plan… (Withdrawal Plan, Investment Plan, and Tax Plan)
Investors seeking guidance on how investments, strategies, and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds
Understand the difference between the fiduciary standard and the suitability standard"
Learn how to Optimize your Social Security around your assets and pension
How to create a bucket plan strategy with your investments
Why ROTH conversions and TCJA could impact your retirement
National Retirement Academy is a coalition of experienced financial executives throughout the U.S. that are passionate about educating pre and post retirees.
Traditional retirement “planning” consists of a stack of statements, a diversified pie chart, and social security benefits. This course will teach you how to create your own 21st Century Retirement Plan.
The class is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date retirement education.
National Retirement Academy was created because of that lack of proper financial education on all areas of retirement.
National Retirement Academy instructors are licensed and trained financial professionals.
National Retirement Academy does not promote or endorse any specific product or company, and no selling is allowed. National Retirement Academy is an education course for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice.
Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course.
National Retirement Academy is a coalition of experienced financial executives throughout the U.S. that are passionate about educating pre and post retirees. National Retirement Academy is a paid marketing resource for financial professionals. This material has been prepared for informational and educational purposes only. It is not intended for accounting, legal, tax, or investment advice. Our firm is not affiliated with or endorsed by any government agency.
